Newton One Investments LLC: 13F holdings
CIK 18427872026Q2
| Positions | 146 |
|---|
| Reported value | $397.1m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 146 (+25 vs prior quarter) |
|---|
| Reported value | $397.1m (+7.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BND VANGUARD BD INDEX FDS | 756,795 | $55.6m | 14.0% |
| IVV ISHARES TR | 73,107 | $54.7m | 13.8% |
| VUG VANGUARD INDEX FDS | 505,882 | $43.6m | 11.0% |
| VCIT VANGUARD SCOTTSDALE FDS | 447,083 | $37.0m | 9.3% |
| VTV VANGUARD INDEX FDS | 147,233 | $32.1m | 8.1% |
| VEU VANGUARD INTL EQUITY INDEX F | 324,654 | $27.2m | 6.8% |
| IJH ISHARES TR | 293,746 | $22.7m | 5.7% |
| IJR ISHARES TR | 132,452 | $19.6m | 4.9% |
| VTEB VANGUARD MUN BD FDS | 310,046 | $15.7m | 3.9% |
| IWD ISHARES TR | 50,120 | $12.2m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1842787")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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